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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
451	MVIP Mar Vista Investment Partners Los Angeles, California	$98.7M	+$102M	2	6.41%	New
452	WIM Weitz Investment Management Omaha, Nebraska	$98M	+$100M	1	3.97%	New
453	LPL Financial San Diego, California	$97.5M	+$96.8M	38	0.7%	New
454	Beck Mack & Oliver New York	$97M	+$101M	5	2.65%	New
455	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$97M	+$96.4M	3	6.34%	New
456	SCM Shapiro Capital Management Atlanta, Georgia	$96.7M	+$99.2M	2	3.02%	New
457	HI Honeywell International Charlotte, North Carolina	$95.6M	+$96.8M	4	2.6%	New
458	Bowen Hanes & Co Ponte Vedra Beach, Florida	$95.4M	+$96.7M	4	5.11%	New
459	Huntington National Bank Columbus, Ohio	$94.7M	+$94.7M	35	2.95%	New
460	Palisade Capital Management Fort Lee, New Jersey	$94.3M	+$90.2M	8	2.71%	New
461	Marshall Wace London, United Kingdom	$94.1M	+$72.8M	1	5.63%	New
462	TU TDAM USA Toronto, Ontario, Canada	$93.4M	+$92M	9	4.27%	New
463	Rockefeller Financial Services New York	$93.3M	+$96.9M	11	2.24%	New
464	Utah Retirement Systems Salt Lake City, Utah	$93M	+$92.2M	25	3.14%	New
465	CI Global Investments Oakland, California	$92.5M	+$91M	5	4.22%	New
466	CC Curian Capital Denver, Colorado	$92M	+$93M	11	1.67%	New
467	PIMC Praesidium Investment Management Company New York	$91.5M	+$89M	1	8.83%	New
468	CAM Cortina Asset Management Milwaukee, Wisconsin	$91.3M	+$88.7M	8	3.62%	New
469	Fundsmith LLP London, United Kingdom	$91.3M	+$90.7M	1	6.42%	New
470	SCM Stevens Capital Management Radnor, Pennsylvania	$91.2M	+$93.2M	25	3.04%	New
471	ST Spinnaker Trust Portland, Maine	$91M	+$90.4M	4	17.12%	New
472	Paradigm Capital Management Inc Albany, New York	$90.7M	+$84.6M	10	4.23%	New
473	Asset Management One Tokyo, Japan	$90.1M	+$89.6M	26	1.46%	New
474	Commerce Bank Kansas City, Missouri	$89.3M	+$88.9M	20	1.66%	New
475	Two Sigma Advisers New York	$88.8M	+$87.6M	45	1.27%	New